Enrolled Agent
BIOGRAPHY
Robert’s profession has focused on small business and individual tax preparation, finding the most efficient ways to reduce tax liabilities and increase income for his clients. His previous experience in Thousand Oaks, CA, gave him a large sample of diverse careers, from contractors to entertainers to real estate partnerships; he helped create tax-saving strategies for each individual situation. Robert earned his Enrolled Agent designation in July 2024.
Robert earned his Associate’s at Moorpark College, where he graduated as a 4.0 Dean’s List student. He then went on to Cal Poly San Luis Obispo and earned his bachelor’s degree before becoming a certified tax preparer. He has worked closely with small businesses, helping navigate payroll, bookkeeping, tax planning, and preparation. Robert lives in Point Loma, SD. In his free time, he loves to be active, rock climbing, playing sports, cycling, or weightlifting. Usually, listening to podcasts about sports, comedy, history, and, of course, financing.
Robert's Latest Contributions
Robert Gonzales, Pure Financial Tax Planner, focuses on a few key points of the changes to the 2023 tax code. FREE GUIDE | End of Year Tax Strategies Transcript Tax season is right around the corner and I’m here to let you know about the thousands of inflation adjustments the IRS has made for the […]
